Archive for the ‘Countries’ Category

How China Is Gaining Ground In the Middle East Cloud Computing Race

Via Rest of World, a report on how Huawei and Alibaba are outpacing established U.S. providers by aligning with government priorities and addressing data sovereignty concerns: Chinese providers have aggressively embedded AI into their offerings at a time when Gulf nations are pursuing leadership in the new tech. Saudi Arabia mandates government offices to use […]

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Vietnam Is Running Out of Sand to Fuel an Economic Boom

Via Bloomberg, a look at how a new crop of factories in Vietnam requires roads, and that means sand. To keep up, the country is importing from Cambodia on a massive scale: When President Donald Trump launched his first trade war with Beijing in 2018, driving up the cost of goods from China, companies raced to relocate […]

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Mali, Burkina Faso and Niger To Have Access To The Atlantic Ocean

Via Africa News, a report on the landlocked countries of Mali, Burkina Faso and Niger which have endorsed an initiative by Morocco to give them access to the Atlantic Ocean: The foreign ministers of the three military-ruled West African nations shared their countries positions during a meeting Monday with King Mohammed VI in Rabat, the […]

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Inside the U.S. Battle with China Over an Island Paradise Deep in the Pacific

Via Reuters, an article on Palau – once the site of ferocious World War Two battles – it is again at the epicenter of a geostrategic tussle. America is building radar stations here, while individuals and groups tied to China wage an intense influence campaign with money and land. The brilliant blue waters, thick foliage […]

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Investing in Ukraine: Folly or Wisdom?

Via CSIS, commentary on the planned discussions of a mineral security deal between the U.S. and Ukraine: The Trump administration has now threatened twice to walk away from negotiations between Russia and Ukraine. The third time could mean disaster—an end to U.S. aid for Ukraine and, with it, lost business opportunities, lost talent, and lost […]

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China’s Guangzhou Port Starts Shipping Route To Peru

Via Reuters, a report on growing logistics connections between China and Peru: China’s Guangzhou Port, the largest shipping hub in the country’s south, opened a direct route to Chancay port in Peru on Tuesday, state broadcaster CCTV reported, a move it said would reduce logistics costs and bolster trade with Latin America. Located north of […]

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WILDCATS AND BLACK SHEEP
Wildcats & Black Sheep is a personal interest blog dedicated to the identification and evaluation of maverick investment opportunities arising in frontier - and, what some may consider to be, “rogue” or “black sheep” - markets around the world.

Focusing primarily on The New Seven Sisters - the largely state owned petroleum companies from the emerging world that have become key players in the oil & gas industry as identified by Carola Hoyos, Chief Energy Correspondent for The Financial Times - but spanning other nascent opportunities around the globe that may hold potential in the years ahead, Wildcats & Black Sheep is a place for the adventurous to contemplate & evaluate the emerging markets of tomorrow.